Back to top
Columbia Disciplined Core Fund Class I2: (MF: RSIPX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:08 PM ET
$15.14 USD
+0.26 (1.75%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.60 | 45 |
| 3 months | 3.07 | 24 |
| 6 months | 11.50 | 15 |
| 1 Year | 14.60 | 45 |
| 3 Year | 21.57 | 35 |
| 5 Year | 14.14 | 11 |
| 10 Year | 13.57 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.50 |
| Bull Market (2/09 - 3/21) | 1,123.49 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 14.60 |
| 5 Year | 14.14 |
| 10 Year | 13.57 |
| Since Inception | 10.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.16 | 9.53 | 8.17 | 3.07 |
| 2024 | 12.14 | 3.67 | 5.51 | 2.70 |
| 2023 | 8.20 | 7.07 | -2.36 | 9.98 |
| 2022 | -5.43 | -14.98 | -5.47 | 6.86 |
| 2021 | 9.18 | 7.49 | 0.92 | 12.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.60 | 26.00 | 24.42 | -18.78 | 32.76 | 14.08 | 24.77 | -3.70 | 24.46 | 8.00 |
| % Total Return Rel to Index | -3.61 | 0.98 | -1.82 | -0.57 | 4.07 | -4.31 | -6.71 | 0.69 | 2.67 | -3.93 |
| % Total Return Rel to Peer | 1.89 | 6.61 | 1.42 | 0.91 | 10.70 | -5.83 | -3.65 | 3.16 | 3.78 | 0.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 5.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.12 | 0.13 | 0.13 | 0.11 | 0.16 | 0.16 | 0.18 | 0.14 | 0.21 | 0.16 |
| % Yield | 0.71 | 0.79 | 0.88 | 0.97 | 0.92 | 1.19 | 1.40 | 1.27 | 1.67 | 1.55 |
| Capital Gains ($) | 1.62 | 1.64 | 0.40 | 0.74 | 2.41 | 0.51 | 1.06 | 0.80 | 0.55 | 0.00 |
| Expense Ratio | 0.69 | 0.70 | 0.71 | 0.70 | 0.70 | 0.70 | 0.70 | 0.70 | 0.71 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%